💬 What does onboarding with Lawmatics include?
Welcome to Your Lawmatics Onboarding Journey! 🎉
We’re thrilled to have you on board! Here's a breakdown of your onboarding process, designed to get your firm fully set up and confident using Lawmatics.
🟦 Phase 1: Preliminary Setup & Kickoff (7–14 Days)
What to Expect:
You'll receive a welcome email with:
A link to schedule your kickoff call
A short video from our onboarding team leader
A link to upload key assets (forms, documents, email templates)
Before the Call:
Complete your Guided Onboarding Checklist:
✅ Notifications setup
✅ Mail & calendar sync
✅ Firm settings
✅ Email domain verification
✅ LMPay setup (if applicable)
Kickoff Call Focus:
Understand your firm’s intake process
Identify the first 3–4 automations to build
Walkthrough: How to create and manage a Matter
Post-Call Homework:
Upload any remaining assets
Create your first Matter in Lawmatics
🟩 Phase 2: Account Build-Out (3–4 Weeks)
What Happens in Build Calls (2–3 Total):
Review and train on your initial automations
Request tweaks or revisions
Define the next round of automations (up to 10 total)
You’ll Also:
Get familiar with Reports and Campaigns
Connect external Lead Sources (we’ll help your marketing/web team get these integrated)
🟨 Phase 3: Team Training (1–2 Weeks)
Hands-on training to ensure your full team knows how to confidently use Lawmatics and your new workflows.
🟧 Phase 4: Data Import (After Final Training)
We’ll help you go live by importing your client list.
✅ Standard CSV Import is included
💼 Premium Data Migration available for $500
🔧 Additional Details
🧩 Up to 6 one-hour sessions included in onboarding
💬 Need more time? Additional onboarding is available at $150/hour
⚙️ We’ll build up to 10 custom intake automations for your account